Retirement providers
Recordkeepers, advisors, and TPAs.
Every firm working on US retirement plans, ranked by plans served and assets under administration. We've merged name variations so each firm shows up once - EMPOWER RETIREMENT, GREAT-WEST, and PUTNAM all fold into a single Empower record. Click any provider for their full book of business.
12,901-12,925 of 13,184
| Provider | Type | AUA | |
|---|---|---|---|
| WBH ADVISORY INC | $131.4M | ||
| WC EARHART | $2.47B | ||
| WCAP - SP INFRASTRUCTURE FUND IV F | $110.2M | ||
| WCAS XI | $0 | ||
| WCAS XII | $0 | ||
| WCAS XIV LP | $5.35B | ||
| WCM GLOBAL WEALTH LLC | $3.4M | ||
| WCP INVESTMENT MANAGER LLC | $1.08B | ||
| WCP SPECIAL CORE PLUS FUND LP | $784.5M | ||
| WEALTH ADVISORS GROUP | $261.0M | ||
| WEALTH ADVISORS OF IOWA, LLC | $30.8M | ||
| WEALTH ARCHITECTS | $0 | ||
| WEALTH DIMENSIONS | $65.2M | ||
| WEALTH ENHANCEMENT BROKERAGE | $12.6M | ||
| WEALTH PLUS OF THE DAKOTAS, INC | $33.7M | ||
| WEALTHCARE CAPITAL MANAGMENT LLC | $136.5M | ||
| WEALTHPLANS LLC | $13.3M | ||
| WEALTHPLUS HOLDINGS | $5.5M | ||
| WEALTHPOINT ADVISORS LLC | $11.62B | ||
| WEALTHQUEST CORPORATION | $7.7M | ||
| WEALTHRX INC | $51.0M | ||
| WEALTHSTREAM ADVISORS INC | $269.2M | ||
| WEALTHTRUST FAIRPORT, LLC | $9.21B | ||
| WEALTHTRUST OF ARIZONA LLC | $0 | ||
| WEATHSHIELD PARTNERS LLC | $9.5M |